Richard Gerard

Richard has been involved in the financial services industry since 1989, originally as a bank manager and since 1998 as a Financial Adviser. He holds a Graduate Diploma in Business Studies and a commerce degree from Canterbury University. In 2011 he became a Financial Adviser. He is also a director of Wealthpoint North.

Richard provides advice on insurance and investment, the aim being to protect and grow your wealth. To give the right advice that’s tailored to your needs, he takes the time to get to know you, to understand what is important to you, your goals, and aspirations. He will then put a plan in place that is monitored and reviewed on a regular basis to help you keep on track. His wife and children think he has a really boring job dealing with numbers all day, but he tells them it’s not – it’s all about helping people and building long-term relationships.